NEW YORK (TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Monday:

Cramer said Southwestern Energy will be a big winner if natural gas stays above $4. He was also upbeat on Northrop Grumman, saying the defense contractor was supposed to be hurt by the sequester but wasn't. SWN was flat at $37.43 and NOC was unchanged at $71.72.

Cramer continued bullish on Avon Products, noting this is the beginning of a new era at the company and he'd be a buyer after the next quarterly results. Also in the turnaround camp, Best Buy, a stock the analysts hated at the lows but now like after missing the stock's strong rally. AVP rose 1.7% to $20.61 and BBY was up 2% at $25.96.

Cramer told viewers not to go against the momentum in Micron Technology, but said to be cautious with Google since the stock has been in decline ever since receiving the "kiss of death" $1,000 price target from analysts. MU was up 1% to $9.39 but GOOG ended the day 1.1% lower at $774.85.

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